Itv Share Discussion Threads

[hamhamham1] 16/8/2020 16:43

Using that theory, you should be 100% cash right now. But i dont see the problem in owning some highly discounted shares and having also some cash in the bank to buy on any good coronavirus news?

[cautious7] 16/8/2020 16:18

netcurtains at post made @ 14-36hrs today

Can you post something like that please during trading hours as it may big up the sp

DYOR

C7 - stuff fundametals, its all a gambling with the rough edges removed, fact!!!

[ivanborsky] 16/8/2020 15:36

Interesting article from the FT online a few hours ago and quite apt considering the conversations here this morning:-

[stansmith3] 16/8/2020 15:27

hamsorry, didnt see your earlier replybest

[stansmith3] 16/8/2020 15:24

hamyou keep mentioning takeover..you think itv could be taken over in the next 12 months?covid recession wont be over by then, big sporting competitions might not have restarted, advertising likely not back to pre covid levels, britbox still getting started...sp will likely still be low, add on 50% premium..is that what you or everyone here is after?

[stansmith3] 16/8/2020 15:18

peddlersthanks, i have now been to his web site, i see he is in and out of itv with tight stopsi wish i had his trading record

[hamhamham1] 16/8/2020 15:13

Netflix lost a load of UK content when britbox launched, a takeover would be a coup in getting it back indirectly.

[peddlers] 16/8/2020 14:54

a quote from a 50 page report I wrote on Netflix back in 2015 into the possible penetration of Malaysia market. The point being Netflix's Global strategy relies on a Glocal approach to ensure market share in the targeted countries.

In light of the Hulu Japan launch failure, the report recommends extensive research be
undertaken to provide appropriate local content of approximately 20- 30 % to satisfy local cultural tastes. The viewing tastes should be monitored through feedback channels and adjusted if required. It is also recommended to adopt loose alliances with suitable Malaysian set-top box companies and media outlets in due course, which will increase the penetration throughout the country. Netflix’s extensive reach through smartphone and TV apps can be supplemented in this way.

[hamhamham1] 16/8/2020 14:52

If taken over, Britbox provides the purchaser with a good soft entry to collaborations (which can be built on) with BBC for global sharing of back catalogue and future productions.

[netcurtains] 16/8/2020 14:36

I think we can compare Netflix to Britbox. I'm not saying the are the same, I am saying they are comparable.

Netflix has lots of backing
Britbox has the backing of the BBC (the BBC is a huge brand right round the entire globe).

I can see a time when BritBox is valued at 10% of Netflix.
And ITV would get half of that 10% (BBC the other half).

On top of that 5% ITV has production studios and advertising revenues.

So I can see a time that ITV is valued at 5% of Netflix (Britbox) PLUS another 5% of Netflix (production studios and advertising revenue).

10% of Netflix is round about £20 billion.

ITV is currently valued at £2 billion.

If ITV doubled it would still only be valued at £4 billion - no where near my very long term target of being valued at 10% of netflix...

[peddlers] 16/8/2020 14:17

Stansmith - I've just seen your question regarding The Naked Trader.
He recently bought into ITV.
He knows the business extremely well given he worked in the industry for several years.
He looks for undervalued companies that are fundamentally sound.
In the trading game he is rarely wrong, and he cuts his losses quite quickly.
He posts his trades online as he buys them so we can see for sure how well they climb.
He is well known in the investing world and is highly regarded.
He has published several books.
Sometimes he buys the same company several times as they become oversold. Like ITV for instance. I know that he has made around £750k on one share alone.
He is quite something.

P

[hamhamham1] 16/8/2020 14:09

In my perfect dream world, a first bid then flushes a second bidder out.

[peddlers] 16/8/2020 14:06

My preference is a price climb to one that aligns with the fundamentals. Then a takeover bid after that.

P.

[hamhamham1] 16/8/2020 13:56

Preference is a bit of share price recovery then a takeover bid at 50% premium to that level.

[stansmith3] 16/8/2020 13:53

what comments?my issue is that britbox cannot be compared to netflix in any sensible way, nor can the value of netflix be factored down into increasing itvs value, they operate at such different scale its just not true..i have not said anything about itv not being a great takeover target, but make up your mind, do you want itv taken over for 90p just now, do you want to wait for the recession to be over, or do you want to wait for britbox to have subscriber numbers measured by the 5 millionthey are all separate things, whats your preference?

[hamhamham1] 16/8/2020 13:47

There is a genuine reason why ITV has been voted the no.1 takeover target in Europe for past 4 years in a row.

[hamhamham1] 16/8/2020 13:45

Let's review current comments in 12 months.

[hamhamham1] 16/8/2020 13:42

Yep, Netflix is very investable, but the bigger these streaming companies like Neflix, Apple, Disney, etc, the more content hungry they become, to satisfy their subscribers, which makes companies like ITV with a huge library and global production houses, very appealing. And it cost pence to buy them compared to their annual production budgets.
I am not comparing Netflix to ITV, just positioning them in my mind.
Time will tell :)

[stansmith3] 16/8/2020 13:36

hammy point is, like amazon, part of its valuation is on the basis that at some future point it will be THE major player in all media, along with disney..american companies with a start like that are rarely caughtbritbox will need hit after hit to keep subscribers, given how itv have grown the studios business over ten years, i wouldnt bet against them getting enough to move the needle on profits, the competition though is pretty strong

[hamhamham1] 16/8/2020 13:26

Netflix is a phenomena, yes. But it's cash burn outweighs it's revenue.
Needs to spend less or bring in more money, if making money is important?

[stansmith3] 16/8/2020 13:09

you cannot in any way compare britbox to netflixthe market agrees with that, the subscriber numbers back it upany takeover will undervalue the company by 30-50% vs post recession value

[hamhamham1] 16/8/2020 12:57

If you buy shares now, it's not like you are paying 250p, 200p, 150p or even 100p, this 60p area is a bargain IMO.
But that's investing, buy if you think it's cheap, and don't buy if you dont think its cheap.